JST INVESTMENT CONSULTING

RIASEC Registered
Total AUM
$26.6M
Discretionary
$0
0% of AUM
Avg account
$236K
Accounts
113
Employees
1
Advisory reps
1

Firm details

Headquarters
SEAL BEACH, California
CRD number
158687
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI65.23%
  • Individuals34.77%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

JST Investment Consulting is an independent, owner-operated registered investment adviser serving individuals and families. The firm runs a mainly advisory practice that emphasizes equity exposure and tailored financial planning. Its business model mixes fee structures—percentage of assets under management, hourly fees and fixed fees—and its service set covers financial planning, portfolio management for individuals and small businesses, and educational workshops. Investment activity centers on liquid, exchange-traded instruments with a clear tilt toward equities. The firm does not operate as a capital allocator or pension consultant and is not positioned as an active ESG investor. Strategy execution appears to be primarily non-discretionary, which signals a client-by-client, approval-driven approach to trades and portfolio changes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 5%85%
  • Exchange Traded Equities85%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • JEFFREY TILSON

    Fiduciary Investment Advisor RepresentativeCRD 4504995

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEAL BEACH, CA

ORANGE

Location

SEAL BEACH, CA

Headquartered in SEAL BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
3020 Old Ranch Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth